Guoxin Securities·2025-07-30 06:01Core Insights - The report provides a summary of recommended stocks across various industries for August 2025, highlighting their investment logic and potential growth opportunities [2][3]. Financial and Valuation Summary - Oriental Fortune (300059.SZ): Expected EPS of 0.69 in 2025 with a PE ratio of 35.04, benefiting from high elasticity and a mature community operation model [3]. - Atour (ATAT.O): Projected EPS of 15.1 in 2025 and a low PE of 2.31, with strong retail performance and ongoing product iteration expected to drive growth [3]. - Times New Material (600458.SH): Anticipated EPS of 0.79 in 2025, with a PE of 16.39, supported by new material business expansion and overseas market opportunities [3]. - Dongpeng Beverage (605499.SH): Forecasted EPS of 11.56 in 2025 and a PE of 24.80, with strong revenue growth in specialty drinks and ongoing national expansion [3]. - Youran Dairy (9858.HK): Expected EPS of 0.17 in 2025 with a PE of 21.29, positioned to benefit from rising beef and milk prices in the domestic market [3]. - Bear Electric (002959.SZ): Projected EPS of 2.34 in 2025 and a PE of 21.06, with recovery in demand anticipated due to national subsidy policies [3]. - Huahong Semiconductor (1347.HK): Expected EPS of 0.1 in 2025 with a high PE of 423.50, benefiting from high capacity utilization and local supply chain advantages [3]. - ZTE Corporation (000063.SZ): Anticipated EPS of 1.84 in 2025 and a PE of 19.07, with growth driven by AI server sales and nuclear power projects [3]. - China General Nuclear Power (003816.SZ): Projected EPS of 0.21 in 2025 with a PE of 17.76, with stable earnings from nuclear projects expected to enhance cash flow [3]. - Xugong Machinery (000425.SZ): Expected EPS of 0.86 in 2025 and a low PE of 9.98, with growth potential in both domestic and overseas markets [3].